Prerequisites
Necessary permissions to manage quotes.
The quote you wish to change must have already been sent to the supplier.
Step-by-Step Instructions
1. Open the Quote
Navigate to the quote landing page.
Click on the quote number you wish to modify.
2. Withdraw the Quote
Note that the quote's status is "Sent to supplier".
Once the quote is open, click the "Withdraw" button.
3. Enter Comments
Enter the reason for withdrawing the quote in the comments section.
Click "Withdraw".
The status of the quote changes to "Draft".
4. Notification to Supplier
The system will send an email to the supplier, informing them that the quote has been withdrawn. The reason for withdrawal will be included in this email.
If you wish to, you can make changes to the quote and submit it again to the supplier.
FAQs and Troubleshooting
Can I edit the quote directly without withdrawing it?
No, you must withdraw the quote first before making any changes.